Explore Life & Money

Let’s be honest: financial planning can be confusing, stressful, and just plain boring. But when you focus on the kind of life you want—the goals, needs, and dreams you have for yourself and your family—your decisions about money get a lot easier. We’re here to help you explore the financial topics that matter to your life.

Looking for more in-depth guidance? Talk to your advisor to create a financial plan for your specific needs and goals.

Photo of a dog whose owner could afford to pay for their surgery because they had an emergency fund.

Why you need an emergency fund and how to build it

Would a $500 expense throw off your budget in a big way? If the answer is yes, you need to set up an emergency fund.

4 minute read

Photo of a man and a woman plugging in their electric vehicle.

Tax planning: How to keep more of what you earn

A little tax planning now can go a long way toward helping you keep more of your money next year. Learn about potential savings from tax credits and deductions.

8 minute read

Woman who is creating a budget to determine how to fund her financial goals.

Budgeting to help fund your financial goals

So you’ve set your financial goals. Now look at your budget to see if you can find more money to put toward those goals. (Check back each month for your next step to creating a financial plan.)

4 minute read

You got this: An easy guide to making your financial plan

Sound daunting? Taking it one step at a time will help create a clear path forward. And less stress. Start with goal-setting. (Check back each month for your next step to success.)

5 minute read